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Trump had a lot to say last night (housing purchase, Ven, banning sharebuybacks on defence Co's, etc), and Trump just signed a memo, the US is withdrawing from 66 international organisations (31 UN + 35 non-UN) that reportedly no longer serve American interests, show of force though from the special forces, 2 tankers 'taken' pretty easily, Russia got outmuscled, humiliated here (they had submarines there and did nada..), Trump 'greenlights' bipartisan Russia sanctions bill - Senator Graham, and till a LOT going on in Iran currently ! incredible scenes there...this looks like a pretty serious change coming! Markets : ... Financial conditions keep loosening as investors get excited about the potential for both fiscal and monetary stimulus this year. Yields on junk bonds have fallen to the lowest since 2022, despite bankruptcies starting to creep higher (and low VOLs. VIX kept market buoyant lately..), and overall G3 Fiscal Policy Very Expansionary in 2026 (Apollo), China told local tech bro's to stop buying NVDA chips, German industrial orders surprise at +5.6 vs -1% exp, BIS paper on AI boom (debt) worth a read, BIG Oils want U.S govt guarantees before Ven investment (>>capitalism for you, socialism for them..), Job openings dropped to 7.1M in November, undershooting expectations and hiring pace must softer-basically gone down to nothing in the last 6months!! (charts available), precious down on the rebalancing, tested Xmas highs, and back down, time for a welcome consolidation, Trump announced plans to increase U.S. military budget for fiscal year 2027 to $1.5 trillion. An absolutely staggering figure Geopolitics : There’s a good chance Moscow attempted a high-risk weapons transfer to Venezuela to gain leverage in Ukraine negotiations. The US clocked it early. Ship turned round - and got seized. Massive humiliation for Russia, Russia might lose its far east territories to China. The Chinese are now openly discussing "liberating" the region from Russia on social media. In Iran, Reza Pahlavi addresses all members of the Iranian security forces in Persian and calls on them to stand on the right side of history, well well, Danish soldiers ordered to fight back if US invades Greenland, Copenhagen confirms Amazon is eliminating 2,400 jobs in Washington state, a decision tied to a ten-year investment into artificial intelligence technologies >>> There are now 685k more Unemployed Persons than Job Openings in the US. Excluding the 2020 covid recession, this is the widest spread we've seen since 2017. Labor market continues to cool... Palantir cofounder Peter Thiel on tech companies and dividends: “You can’t issue a dividend. The day you take that $30 billion and send it back to people, you’re admitting you’re no longer a tech company.” Polymarket refuses to pay bets that US would ‘invade’ Venezuela Danish soldiers ordered to fight back if US invades Greenland, Copenhagen confirms | Euractiv Exactly... DANISH PARLIAMENT MEMBER: “ had 30 bases on Greenland, why did you leave? You can resume that tomorrow without attacking a NATO ally… the rationale lacks factual foundation and doesn’t stand any logic testing.” (Unless the point is to hurt us and end NATO, a Putin/Xi goal) Iran protests enter ninth day as Trump renews intervention threat Trump 'greenlights' bipartisan Russia sanctions bill - Senator Graham US JOLTS Job Openings decline to 7.14 million in November vs. 7.6 million expected A HUGE amounts of under 30yearsold are finding out that getting good paid jobs will be Very tricky to say the least...Society is NOT ready for these consequences...! #AI ! Why Trump wants Greenland and what makes it so important for security European leaders push back over Trump's renewed Greenland interest Trump weighs using U.S. military to acquire Greenland: White House Trump demands defence companies stop buybacks and dividends | Financial Post Trump says he'll ban large investors from buying single-family homes The likes of Blackstone hit immediately The 66 global organizations the US is leaving | AP News Live updates: Minneapolis Public Schools cancels classes for Thursday and Friday Why 2026 Could Be Silver’s Breakout Year: The Asymmetric Bet on Monetary Chaos Ukraine–Russia at a crossroads: How the war evolved in 2025 and what comes next Russia really struggling, 3 day war getting a 4year war, leading to nowhere, and 1.2mio casualties, sanctions biting, black sea fleet dominance gone, 'proxies' quietly backing away Financing the AI boom: from cash flows to debt Highly recommended, "Financing the AI boom: from cash flows to debt" by Iñaki Aldasoro, Sebastian Doerr, and Daniel Rees. "While macroeconomic and financial stability risks from the AI boom appear moderate, the boom’s sustainability hinges on AI firms meeting high earnings expectations. The fact that equity prices have run far ahead of debt market pricing underscores this tension." G3 Fiscal Policy Very Expansionary in 2026 - Apollo Academy ISM services PMI unexpectedly rises in December Polymarket refuses to pay bets that US would ‘invade’ Venezuela Eli Afriat 🇮🇱🎗 on X: "🚨🇮🇷BREAKING: Reza Pahlavi addresses all members of the Iranian security forces in Persian and calls on them to stand on the right side of history. The fall of the regime is a matter of time and therefore they should use their weapons to protect the people and not to harm them. https://t.co/5tRFo38yow " / X 2025: The Year in Charts - Charlie Bilello's Blog Good recap of 2025 via charts! The Kobeissi Letter on X: "Trump is going after the US housing market: President Trump just announced he is BANNING single-family home purchases by institutional investors. Within minutes, Blackstone's stock erased as much as -$17 BILLION today. What happens next? Let us explain. (a thread) https://t.co/EgX4qZppVh " / X

Russia has deployed a submarine and multiple naval assets into the North Atlantic to shield the tanker Marinera (pic is not ''it'', but its similar..) from a potential U.S. seizure (what the hell is on it..) & many Iranian and Arab sources report that the United States is preparing to launch large-scale air strikes against Iran, in which Israel would also take part, many reports of big U.S air force taking off from U.S and bases in UK, heading to Middle East Markets : #JGB 30y yields 3.5% (highest in history), Trump say 'Yes', but Big Oil companies say NO, they were NOT consulted on Venezuela investments, US Supreme Court could issue key Trump tariff ruling on Friday, SILVER back to the highs, debasement trade continues as expected, equity markets fuelled by early 2026 liquidities pumped in.. metals tested 'Christmas highs' again, geopolitical risk on the INCREASE all over the globe, markets for now a big 'meehhh' LOTS going in Geopolitics : India's largest importer has abandoned Russian oil (this could be BIG news) , Donald Trump has agreed to both deter attacks by Russia and - if it comes to it - defend Ukraine in the event of a peace deal with Russia, Japanese Prime Minister Sanae Takaichi:  "Challenges to the international order are becoming increasingly severe."  "In the Indo-Pacific region, we see a further increase in military forces from China and North Korea, as well as strengthened cooperation between China and Russia and between Russia and North Korea.", China bans export of dual-use items for military purposes to Japan over Taiwan remarks Arctic security remains a key priority for Europe. We agree: Denmark – including Greenland – is part of NATO. Security in the Arctic must be achieved collectively: in conjunction with Allies including the United States. Greenland belongs to its people. Quelle surprise !... The majority of British people want to ditch the failed brexit project and rejoin the EU Do tariffs boost inflation? A SF Fed paper suggests the answer is no because they produce a bigger downward hit to growth by raising uncertainty and crimping consumer and business demand US Supreme Court could issue key Trump tariff ruling on Friday China bans export of dual-use items for military purposes to Japan over Taiwan remarks | The Straits Times Protest-hit Iran warily watches the US after its raid on Venezuela UK confirms Raven and Gravehawk air defence to Ukraine Empty oil tanker Bella 1 sparks naval face-off between US, Russia The saga of the Bella 1 and the mysterious US Special Forces movements American anti submarine P-8 Poseidon aircraft are flying operations off the west coast of Britain attempting to search for the Russian submarine detached to protect the infamous sanctioned Bella tanker ....Russia is desperately trying to stop the US boarding the Bella 1 tanker....why one wonders.. Defence Index on X: "👀 KEEP EYES ON THE ATLANTIC | A U.S. RUSSIA NAVAL STANDOFF IS UNFOLDING The focus is on the sanctioned oil tanker Bella-1, a vessel linked to Iranian interests and now sailing under a Russian flag, as it attempts to cross the North Atlantic toward Russian waters. The United https://t.co/wn04TXA0ub " / X Trump demands Venezuela kick out China and Russia, partner only with US on oil: EXCLUSIVE - ABC News Big Oil doesn’t share Trump’s dream of making Venezuelan oil great again | CNN Business Almost no rigs are operating in Venezuela as it’s been nearly impossible to bring on additional capacity given Venezuela’s infrastructure issues; if you can’t get product to market, it doesn’t really matter if you have it; there is simply no way of reliably getting it to market..! Even Trafigura is careful about going into Venezuela, need legal framework first.. Trafigura to Discuss Venezuela With US India's biggest importer halts Russian oil purchases, Reuters says | RBC-Ukraine Russian rude trading below 40$ - this must hurt Ukraine war live: UK and France will send troops in event of peace Trump won't rule out military force to acquire Greenland: White House | World News - Business Standard Argentina’s FDI Turns Negative for First Time in 22 Years - The Financial Analyst Milei has looted the gold, flogged state assets to offshore private equity (Trump cronies no doubt)...locals now poorer, and capital fleeing out...not good ! Do Tariffs Cause Inflation? New Studies Offer Surprising Answer - WSJ #BREXIT failure - the facts What's behind Starmer's notable shift on closer ties to Europe? OSINTdefender on X: "The U.S. Department of Justice says it has reviewed “less than 1%” of the Epstein Files in preparation for release, with only 12,285 documents having been released of more than 2,000,000. This is despite the date the Justice Department was required to release all the files under https://t.co/vmJSK5Gw0N " / X

Greenland ....a lot of noise about not very much ?..the U.S. could in principle have a bigger military presence in Greenland again, but only if Denmark and Greenland agree under their defense treaties. Historically the U.S. operated more than a dozen installations there during the Cold War, including large sites like Thule Air Base (now Pituffik Space Base), but today Pituffik is the only active U.S. base on the island, all this wihtout 'taking over' Greenland.. So... Trump didn't take over Venzuela, Maduro's cronies are still running the show, Maduro was immediately replaced… by the same regime, Maduro was illegally extracted and could win his trial !! and the consequences are unknown, as usual everyone is a speciliast on Oil and Venezuela suddenly , Trump on Cuba: "I think it's just going to fall. I don't think we need any action'' Markets : USD slightly softer, risk higher, metals higher, PMI later on and Barkin talks, MS über bullish rare earth over nextr 10years (Thread), base metals catching up vs precious metals, despite the big run in XAGUSD prices #SILJ is relatively pretty cheap, has some catch up to do in 2026.. #URA powering ahead already, OIL companies were NOT consulted by Trump on Ven about investing there Ray Dalio : Naturally, as a systematic global macro investor leaving 2025, I reflected on the mechanics of what happened, particularly in the markets. That's what today’s reflection is about >>>> IMHO, his real message is that we've clearly! started to see the collpase in the value of money (PPP), mainly USD clearly, for GOLD and other precious metals... >>> play accordingly in 2026 and beyond !! Geopolitics : Cuba Prepared Their 2K12 Soviet Air Defense Systems After Trump Threatened The Island Nation, China: We urge the United States to stop using the so-called China threat as a pretext for selfish games (>>Chinese are shocked by the efficacy of the operations...), TRUMP: Colombia is very sick too. Run by a sick man who likes making cocaine and selling it to the US, and he's not gonna be doing it very long, Nicolás Maduro declares 'I am innocent' and 'still president' in Manhattan court appearance Janet Yellen warns the $38 trillion national debt is testing a red line economists have feared for decades Trump’s ‘American Dominance’ May Leave Us With Nothing. The president’s moves in Venezuela foretell a new global system/The Atlantic Microsoft Word - 04-806 - Denmark - Defense.docx Greenland should prepare for possible expansion of Pituffik Space Base, expert says - ArcticToday You can grow the military bases... but not 'invade'... keeps media busy.. Germany's Foreign Minister Johann Wadephul reminds the United States if they attack Greenland it'll be war with Europe: “Greenland is part of the Kingdom of Denmark. And since Denmark is a member of NATO, Greenland will, in principle, also be subject to NATO defence”. Big oil doesn’t share Trump’s dream of making Venezuelan oil great again Michael Burry (@michaeljburry): "This is a terrific history of Venezuela and US involvement. Must-read for all as we consider the implications of this weekend. " Venezuela's Nicolás Maduro declares 'I am innocent' and 'still president' in Manhattan court appearance, pleads not guilty - ABC7 New York Just imagine if he is found not guilty ... for whichever twist in the law Growing Iran protests rattle leaders as Trump threatens to intervene iRAN'S LOST Trump’s ‘American Dominance’ May Leave Us With Nothing - The Atlantic TrendSpider on X: "The founder of the world's largest hedge fund just dropped his roadmap for 2026. We ran it through Sidekick to break down the key takeaways and where he’s positioning as markets shift. Here’s the breakdown: https://t.co/aujXEac9pr " / X AI and geopolitics set stage for Europe’s investment boom | SEB Prety good read and like the views! Is the Silver bull market over or is there more to come in 2026? – The Armchair Trader Janet Yellen warns the $38 trillion national debt is nearing a red line economists fear | Fortune Cuba Reactivates Cold War-Era Air Defenses After Trump’s Warning, Why Threat Was Issued, How Strong Cuba’s Military Really Is US factory sector contracts for 10th straight month in December | Reuters UBS Bets on Unified Leadership to Unlock Post–Integration Value Everything Nvidia's Jensen Huang announced at CES 2026 But of course... US-based multinational companies exempt from global tax deal | AP News Norway selects British-made frigates to beef up maritime defence in $17 billion deal | The Straits Times Critical Minerals Journal (@criticalmineralsjournal): "Morgan Stanley is projecting rare earth permanent magnets to explode over the next decade: ~38× in volume (from ~3.5 kt in 2025e to ~135 kt by 2035e) ~57× in value (from ~$189M to ~$10.8B) This is insane! And it’s a reminder that the critical minerals cycle hasn’t eve…"

Markets : 2026...commods... Retail Investor portfolio allocations to Commodities remain historically low... Especially commodities ex-precious metals (still at a record low - chart available on request) , precious metals already showing strong signs in early Jan ! >> major realignement - geopolitcal shifts, rare earth, metals hoarding 'game on', all about crude, hard assets. ..no one will ever invade countries for their Renewable Energy.., bonds zz's, USD steady to soft, equity longs unbothered broadly speaking right now, precious up 'what else', crude pretty steady too so far Geopolitics : China Slams US ‘Hegemonic Acts’ After Strikes on Venezuela , Trump threatens Colombia, Cuba (.. Trump: "Cuba is ready to fall.") and others, Greenland in play of course, Trump warns Venezuelan VP Delcy Rodríguez in magazine interview, NK fired a few misslies over Japan to remain everyone they are still there, Russia spent $5-10bn on Venezuela and they lost it in 2 minutes (initial US targets-anti missles stuff), embarrassing start for Moscow in 2026, they are losing their allies 1 by 1, Khamenei Plans Exit To Moscow - IRGC Lose Power In Iran, HUGE nationwide protest going on there with locals fighting revolutionary guards... unprecedented.. >>> this looks like a BIG geopolitical realignement, not seen since the early 90's, China has (probably) lost the Venezuela battle: $20 billion in oil investments gone, $60 billion in unpaid loans a massive loss... After the U.S. captured Maduro, Zelensky didn’t mince words about Putin: “If it’s possible to deal with dictators like that, just like that, then the United States knows what to do next.” UK should seek ‘closer alignment’ with EU single market, Starmer says, stop talking and move on ! France reiterates its support of Denmark, Greenland sovereignty after renewed Trump threats China Slams US ‘Hegemonic Acts’ After Strikes on Venezuela Venezuela-US latest: Trump threatens military operation against Colombia Rubio explains how U.S. might 'run' Venezuela after Maduros' ouster Seems farfetched, Venezuela beenrun by multitude of Generals.. they are still all there >>> SAXO positioning ideas Venezuela With Maduro captured what is next and how to position | Saxo Is Ayatollah Khamenei preparing to flee to Russia as protests spiral in Iran? Starlink offers free internet in Venezuela after U.S. strikes, Maduro arrest France reiterates its support of Denmark, Greenland sovereignty after renewed Trump threats | The Straits Times Putin's colony of "exes" growing: Venezuela's vice president already in russia | Ukrainian news Putin's heavy investment in the regime of Venezuelan former President Nicolás Maduro has been a costly and disastrous failure, according to Russian commentators. They admit that Russia is too weak to stop its allies from being picked off one by one by the West “Trump is utterly wrong, utterly lying, when he says that the oil companies were stolen from the Americans, they were fully compensated, they had received compensation over and over and over, in addition to what they had extracted in profits out of Venezuela previously..” —Venezuelan Historian Miguel Tinker Salas Trump says U.S. will govern Venezuela until there's a 'proper transition': 'We are going to run the country' Trump Says US to ‘Run Venezuela’ for Now as Maduro Flown to NY   President Donald Trump said the US would run Venezuela until a leadership transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power and delivering him to US soil late Saturday. “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said at a news conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.” Trump offered almost no details on how the US would “run” a sovereign nation when its vice president, legislature and military were still in place and publicly opposing the US move. He said it would include deploying US oil companies to the country, though he indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert. “We’re going to have our very large United States oil companies, the biggest anywhere in the world, go in, spend billions of dollars, fix the badly broken infrastructure, the oil infrastructure, and start making money for the country,” Trump said. Venezuela Shock: Watch Second-Round Effects China says it cannot accept countries acting as 'world judge' after US captures Maduro | Reuters OPEC+ Sticks With Plan To Keep Oil Flow Steady Amid Turmoil UK should seek ‘closer alignment’ with EU single market, Starmer says Low-cost ways to level up your career growth in 2026 ChrisO_wiki on X: "1/ Vladimir Putin's heavy investment in the regime of Venezuelan former President Nicolás Maduro has been a costly and disastrous failure, according to Russian commentators. They admit that Russia is too weak to stop its allies from being picked off one by one by the West. ⬇️ https://t.co/olZHfW4vg7 " / X

Markets : Venezuela regime 'change' maybe, Beijing Aegis failed! Venezuela's "strongest air defense in South America" collapsed during US military operations , Putin loses more allies..Syria, Venezuela, Iran ...???..... A LOT OF military activity in-around-above and huge amount of protest going on in Iran currently.... clearly russian population beginning to doubt the narrative..(when propaganda doesn't work anymore..), some ideas of stocks to have a look at (Threads) >>> overall debasement continues, fuels risk overall but beware long positioning overall, USDollar stays weak (Trump wants it weak #AUDUSD got to be in there, together with short USDCNH), if WTI goes to $40 (Trump wants it..), bonds will go bid, big picture market should continue to reduce big Techs and rotate into real assets, solid - quality balance-sheets, commodities, URA, energy etc..precious metals higher overall (overbought short-term and underowned long-term..) Geopolitics : Venezuela (because of Trump's trade war, U.S needs rare earth , heavy crude and Gold..), whos next ? Greenland ? Cuba ?.., North Korea fired two ballistic missiles into the Sea of Japan, power outage in Berlin last 2 days, Iran protests rattling leaders, as Trump threatens to intervene, Trump wants to sell Ven oil to China, in USD (won't happen..), more going on one would suspect....US military transport continue to land in the UK in large numbers..on their way to where next...?... British voters want to be part of EU more than French and Italians, poll reveals Marco Rubio: The U.S. doesn’t need Venezuela’s oil—we have plenty. What we won’t allow is Venezuelan oil being controlled by China, Russia, or Iran. This is the Western Hemisphere, and we won’t let adversaries use it as a base of operations Iranian forces on high alert following military council meeting. 🚨⚡️BREAKING: The UAE has cancelled all night flights to Iran US Attack On Venezuela Live Updates: Caracas Activates Armed Forces After Nicolas Maduro's Capture - News18 OSINTdefender on X: "Following the arrival of roughly a dozen C-17A Globemaster IIIs last night and today at RAF Fairford in England from bases in the United States. Local channels are now reporting that at least five MH-60K Black Hawks and one MH-47G Chinook from the U.S. Army’s 160th Special https://t.co/H0BsjMccnU " / X Beijing Aegis failed! Venezuela's "strongest air defense in South America" collapsed amid US military operations - Politics - Liberty Times e-newspaper Zelensky Targets Russia’s Electronic Warfare Supply Chain With New Sanctions Putin is about to be knocked off his perch Growing Iran protests rattle leaders as Trump threatens to intervene Is this happening?... Pahlavi thanks Trump for support of Iranian protesters, shares ideas to topple regime German exporters face prolonged slump in key U.S., China markets | Reuters The thing is... there are many chatters that Danemark... well might not care all that much , sell it for $50bn ! and move on ? Trump likes to trade... Denmark irritated by top Trump staffer's wife endorsing US annexation of Greenland | Euractiv U.S. Secures Silver Smelter Deal to Process Latam Metals | Scottsdale Mint The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build, this is the first such facility since the 1970s to be built to process CONCENTRATES. Currently only dore (higher grade of metal) is refined in the States. This marks a massive move to reshore critical infrastructure. Power outage in the south-west: Emergency accommodations set up – Berlin.de What a Soros theory can tell us about the AI boom Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets and... Brexit: British voters want to be part of the EU more than the French and Italians, new poll reveals | The Independent Tesla Falls Behind China’s BYD as EV Sales Drop for Second Year - WSJ Some ideas Felix Prehn 🐶 on X: "7 Stocks That Could Win Bigly from a US friendly Venezuela" / X and Serenity on X: "US has now toppled Maduro's regime in Venezuela. Everyone's first thought is: How do I profit off Nation Building in Venezuela? Here's how: 1. Distressed Debt + Bonds ( $ASHM, $HLI, $LAZ ) 2x–3x multiple from "pure play" distressed Venezuelan debt owned by Ashmore $ASHM. https://t.co/GUdvm1WNUS " / X Michael Pettis on X: "1/7 SCMP: "As China grapples with persistent deflationary pressure, scholars from one of the country’s top universities have urged the government to take more forceful action to prevent the economy from becoming trapped in a Japan-style downward spiral." https://t.co/qH6dcXVkNT " / X Otavio (Tavi) Costa on X: "Happy New Year, everyone! As we look ahead to next year, here is a critical thought to consider: The current estimates for the Fed funds rate are materially mispriced, in my view. Markets are pricing in only two rate cuts over the next two years. That view fundamentally https://t.co/QaYaUBR7hD " / X

Wishing you a very happy New Year, filled with good health, lasting energy, and renewed strength for everything you want to achieve going fwd, may the coming months (years!) bring you prosperity in your work, stability in your finances, and many moments of peace and joy with the people who matter most to you Trump threatens Iran saying military is ‘locked and loaded’, potentially momentous events happening in Iran, and implication with Iran being a key ally to Putin etc Markets : China going straight to miners and paying $10 over spot for Silver, World economy has never been this indebted: Global debt jumped +$8 trillion in Q3 2025, to a record $346 trillion (Thread), Oil edged higher as OPEC+ members are expected to stick to pause further supply hikes on Jan 4, Trump's pasta tariffs on Italy sharply reduced down, Danish PM stands firm on Greenland, Bulgaria adopts euro, nearly 20 years after joining EU, for me the biggest event in 2025 is that 'ALL experts were wrong about BTC'..all of them... and very few wanted to listen, and see the real trade... namely debasement of currencies/debt pile up leading hard, real, (physical) precious metals prices going up sharply, now the multi decade price suppression stories (JPM and silver etc) is game ON !.. >>> The USDollar should stay weak in 2026, keep an eye on USDCNH (PBOC quietly letting CNH strengthen...), BTC could go to $50K area, other 'alt' coins down 80pct type stuff, banking crisis possible (if not likely, debt, real-estate, silver margins etc), gold 7K, Silver $100-120, XPT 3K, PALL 2.5K, equity 'rotation out of techs into real quality names, sustainable bizz models and miners continues, inflation stays firm overall (higher base) #PLAT #PALL Europe’s indefinite delay of the combustion engine ban has driven platinum and palladium to multi‑year highs in Dec, with further gains likely as stricter emissions rules force higher metal loadings in catalytic converters, especially in developing markets Saks Global just missed a $100M+ interest payment on $5B in debt, This isn’t a merger gone wrong. It’s the first crack in a $400B luxury retail sector that gorged on cheap debt for a decade While the West is all too busy debating silly stuff, that is quite irrelevant to its economy and thus voters, China is cornering the copper, silver, and other markets (Africa's greenfields project are largely back by China, approx 90pct of copper prod wroth over last 10y etc >>> '''control the resources and you can control the the industries''.. Israeli cybersecurity billionaire Shlomo Kramer says "it's time to limit the First Amendment." "We need to control all the social platforms…And take control of what they are saying." U.S. has sharply cut proposed pasta tariffs after a review, Italy says A reminder that tariffs only hurt U.S consumers... Trump threatens Iran saying military is ‘locked and loaded’ Danish PM strikes defiant tone on Greenland in New Year’s speech Bulgaria adopts euro, nearly 20 years after joining EU Big banks' predictions for stocks in 2026 All pretty much bullish.. as long as the 'passive' money stays in it is very hard for the bears China’s wall of cash could prop up its lagging stocks Platinum set for biggest monthly gain in 39 years on EU auto policy boost | Reuters Silver is the new rare earth: What China’s export controls really change Silver Market Shock: CME Margin Hike Signals Bull Market Frank Giustra | China Loves Silver: Déjà Vu All Over Again Silver Price in Tokyo hits $130 per ounce. Guess that's how you spell FOMO in Japanese #SILVER “The "Century of Humiliation" began with a struggle over silver. As that century’s legacy finally recedes, silver is again at the forefront—as an instrument of sovereign strength and a beacon for one of the most asymmetric bets in the commodity space” #theverybigshort Saks Weighs Chapter 11 Bankruptcy After Missing $100M Interest Bill More Americans are blaming the government for rising prices Global Markets Investor on X: "🚨World economy has never been this indebted: Global debt jumped +$8 trillion in Q3 2025, to a record $346 trillion. Is this something we have to worry about? How does this affect the investing landscape? Let’s break this down carefully. (a thread)👇 https://t.co/NOwf6huBxK " / X BRICS News on X: "JUST IN: 🇮🇱🇺🇸 Israeli cybersecurity billionaire Shlomo Kramer says "it's time to limit the First Amendment." "We need to control all the social platforms…And take control of what they are saying." https://t.co/tea7U26wTg " / X Could not agree more !

Wishing you and your loved ones a very Happy New Year! May 2026 bring you health, laughter, and time well spent with the people who matter most. Here’s to new adventures, good surprises, and all the very best for the new year ahead Markets : previous metals wild ride on margin calls, higher CME margin requirements (again) AND Shanghai Gold exchange closed till Jan 5th.. (big bank's chance to bash metals..in some way, higher margin calls make me more bullish metals long-term..), GOLD pretty steady not too far off highs.. Equity markets >> techs, AI 'topping' out into year-end, GO defensive, pick up some commods related stocks, precious metals stocks #SILJ #SIL #GDXJ etc.. on a decent dip, watch out for that early Jan move, bonds fairly steady and USD picking up a little bit of ground AI hacking, mass tech layoffs, American CEOs lost their voice and chose to coy up to Trump Brexit didn’t begin in 2016. It began in June 2003. Britain  didn’t lose the NHS bc of Europe. It lost it bc it walked away from the growth model that could have paid for it And to close the year... Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation Surging silver and gold slide after CME raises margin requirements Margin calls will do nothing against this Eric Yeung 👍🚀🌕 on X: "A glimpse of 15 kg SGE #Silver slabs selling at the Shuibei (水贝) Shenzhen Luohu District China's premier gold and jewelry hub. https://t.co/mjvzVpxuTR " / X Trump threatens to sue Fed Chair Jerome Powell for 'gross incompetence' over costly building renovation Disrupting the first reported AI-orchestrated cyber espionage campaign \ Anthropic Speeds and scales that human hackers can’t match....make it stop before it's too late.. #regulate #tax How a tax code time bomb fueled mass tech layoffs Trump fired the BLS chief. Argentina has a lesson for him Shanaka Anslem Perera ⚡ on X: "🚨 THE NUMBER WALL STREET DOESN’T WANT YOU TO SEE Global defensive stocks just hit 17% of world market cap The last time this happened? March 2000. Six months before the Nasdaq crashed 78%. Here’s what the smart money is doing while you chase AI: THE SETUP: Consumer https://t.co/s5irFpHnjM " / X Softbank fulfills $40 billion OpenAI backing, sources tell CNBC SoftBank just wired $40B to OpenAI. To fund it, Masayoshi Son sold his ENTIRE Nvidia stake. He admitted he "was crying" while doing it. Here's what no one is telling you about what happens next: The $40B flows to OpenAI. OpenAI commits $300B to Oracle. Oracle borrows $108B to build data centers. Oracle buys $40B in Nvidia chips. Nvidia "invests" $100B back into OpenAI. The circle closes. $610B circulating. Only $40B of new money entered. This is not an investment. OPEC+ Likely to Confirm Oil Production Pause, Delegates Say Liz Webster on X: "🚨 NEW: The real sliding-door moment of Brexit 🔥 revealed! Brexit didn’t begin in 2016. It began in June 2003. Britain 🇬🇧 didn’t lose the NHS bc of Europe. It lost it bc it walked away from the growth model that could have paid for it. That was the moment Britain quietly https://t.co/2F37WK9M8G " / X Chlorinated chicken row as US seeks leverage over stalled UK tech pact - FarmingUK News

Markets : ... SILVER unchanged since Christmas eve... (however up and down well over 10pct last couple of days, a little overcooked short-term, but not necessarily long-term (same old..'under owned' L/T..more below).. same for PALL, PLAT and GOLD to a certain extent.., BTC still heavy, equity markets pretty quiet near highs, FXlala land very little going on (JGB yields divergence with JPY interesting as we start 2026), although USDCNH sub 7 for the first time since 2023 >>> commods, URA, rare earth, metals still the name of the game in 2026.. China war games near Taiwan, and ''Trump's plan'' in UKR-RU faces new obstacles Geoffrey Hinton ''AI job wipe-out just the beginning'', cheering news ! >>>>> Musk says jobs will be “optional.''..., Bill Gates says humans won’t be “needed.”...If there’s no work, no wages, no income, who pays the rent, food, healthcare? .. we all get universal salaries to stay at home ? they better start taxing Ai companies hard to pay for it then.. CHINA WARNS THE UNITED STATES “If you want war, you will get war; if you want to destroy China, you will be destroyed. China will not fire the first shot, but China will not allow you to fire the second shot” — Victor Gao, President of China Energy Security Institute The US is using the collapsed tech/AI deal to force Britain to accept chlorinated chicken and hormone-treated beef "While markets are likely to continue to rise in 2026, valuations are now high across the equity complex in each region compared with history." -GS Oppenheimer US large bankruptcies rose to 717 in the first 11 months of 2025, the highest reading in 15 years. This marks the 3rd-consecutive annual increase Musk warns on record silver prices amid China supply fears Surging silver and gold slide after CME raises margin requirements | AP News Silver Squeeze of 2025: A Matter of Professional Integrity China stages military drills around Taiwan to warn 'external forces' after US, Japan tensions China flexes blockade capabilities near Taiwan on second day of military drills Ukraine war latest: Trump 'very angry' about alleged strike on Putin home - but admits it's 'possible' it didn't happen | World News | Sky News JPY, JGB's Global Markets Investor on X: "‼️The Bank of Japan's balance sheet reduction (QT) is accelerating: Total assets fell ¥61.2 trillion in Q3 2025, to ¥695 trillion, the lowest since Q3 2022 and in line with Q3 2020 levels. This reflects efforts to stabilize the rapidly weakening yen and reduce inflation https://t.co/TzNBy52rGm " / X Meet the newly minted AI billionaires of 2025 Geoffrey Hinton: AI is coming for many more jobs in 2026 IMHO... not so much about Ai, or not only about Ai, more about ''peak AI..'' ... AI job market impact: Layoffs driven by economy, not automation Nvidia takes $5 billion stake in Intel under September agreement Fewer jobs and more unemployment in the Swiss banking sector - SWI swissinfo.ch Chlorinated chicken row as US seeks leverage over stalled UK tech pact - FarmingUK News Hedgeye on X: "Uranium prices surged this year due to constrained supply: The latest EIA report shows U.S. Uranium production falling 44% in Q3. Just six facilities accounted for all U.S. production, with ~63% of total U.S. production coming from one facility in Texas. Uranium supply https://t.co/oFpObb6vuO " / X

Trump on the defense prime contractors focusing on Wall St instead of production : "We’ll be discussing executive pay, dividends, CapEx and buybacks. I don’t want them buying back their stock. I want them putting the money into Plant and Equipment." >> this is a pretty BIG deal for 2026..most likely.. At President Trump’s direction, the Treasury Department is utilizing all tools to stop terrorist cartels, drug traffickers, and human smugglers. This sweeping operation examining U.S. money services businesses along the southwest border will help root out potential cartel-related money laundering from the U.S. financial system All-In Interview: Treasury Secretary Scott Bessent! (Thread-interview-well worth it) Markets : BofA proprietary Bubble risk indicator (thread), Trump building battleships now (bigly bigger than ever), iconic Saks considering bankruptcy, precious metals.. 'what else', JPY strengthen a little, beware.. (very short JPY positioning and interventions chatters ahead of 157-160 USDJPY), RBA minutes show upside risk to inflation (HUGE res levels AUDUSD around 0.6700 area... with risk and commods into next year! one has to wonder why AUD is still so weak..), SPX500 to re-test close to 200WMA (Thread) - for a generational buy opportunity !, Apollo 2026 outlook (Thread) >>>> USDollar softer into year-end..., in some or many way, the higher US debt goes, the higher asset prices must rise (GOLD, precious metals, hard assets, quality equity etc), fiscal austerity is not an option these days (even BoJ recently wanted to run it hot..), must inflate the debt away or be crushed.., industrial metals and commodities will/should be next in 2026, certainly a huge focus going into next year.. Trade : |   China to impose duties of up to 43% on certain EU dairy products as trade tensions ratchet higher Geopolitics : Trump said talks between Moscow and Kyiv are going “OK.” Separately, Fitch lifted Ukraine’s score from selective default after the nation announced creditors agreed to an exchange of its growth-linked debt into conventional bonds, The US and its allies are renewing their push to hold a conference on Gaza reconstruction, with Washington and Egypt among potential venues Investment-grade borrowers have issued $1.7tn of bonds this year, closing in on 2020s Covid debt rush, stoked by a rush of borrowing to fund AI. (FT) The All-In Podcast on X: "All-In Interview: Treasury Secretary Scott Bessent! -- 2025 economic recap -- What to expect in 2026 -- Fixing the Fed -- Tariffs for national security leverage -- Solving affordability (0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the https://t.co/jE7Bb3ieNZ " / X “I called the Fed 'the engine of inequality' and someone said to me, ‘Well, do you believe that the Fed is responsible for economic equality in the system?’” “And I said, ‘Absolutely not. That is not one of their mandates, but they shouldn't be exacerbating it.’” >>> agree or not, worth listening again... basically.. Bessent is the 1st Treasury Secretary in 50+ years, that is reordering 3 main things that interact with each other 'markets, money and power'...rather than follow consensus..tariffs, Reagan-like tax policy, supply side economics and full on control of the FED effectively... The largest battleship in the history of the world: US president announces new 'Trump Class' warships AI debt boom pushes US corporate bond sales close to record Larry Ellison puts $40 billion behind Paramount's Warner Bros. bid Saks Fifth Avenue parent mulls Chapter 11 bankruptcy as it seeks emergency funds: report US probes money service businesses along Mexican border as part of fight against illegal immigration Eric Sprott's SHOCKING Portfolio - 2025 Yearly Wrap-Up | Sprott Money John, CMT @ The Rock Trading on X: "There has been no time in S&P 500 history, has it ran more than 30% before pulling back to the 200 Weekly Moving Average. Most recent steep pull backs was Covid Crash, where prices was 23% above the 200WMA. Post Covid, 25%. Tariffs 22%. Current S&P is 27% above the 200WMA. $SPY https://t.co/bHEPrqUOne " / X Seth Golden on X: "BofA proprietary BUBBLE RISK INDICATOR All bubbles have same quality; studies an assets distribution, returns, volatility, momentum, convexity Above .80 = BUBBLE (red line) So far, highest reading for AI boom has been .70; currently .25 BofA will inform me to remove the post https://t.co/M06lmrqdI4 " / X Liz Webster on X: "🇬🇧 Austerity weakened Britain and Brexit cheapened it. 🇬🇧 Now private equity is harvesting the result in a fire 🔥 sale. 🇬🇧 Britain isn’t attracting investment bc it’s thriving, it’s attracting takeovers bc it’s cheap, weakened, and for sale. 🇬🇧 This isn’t confidence in https://t.co/33sTq9I3cv " / X Boring_Business on X: "Apollo Global Management just released their outlook for 2026 Here are a few charts that caught my eye 1/ Restarting of student loan payment is a notable headwind for a sizable portion of US consumers, especially for middle and lower-income households https://t.co/INM1FRH1E8 " / X

Markets : JPY weakness persist despite BoJ hike (long-end softer #duration not good for currency..), Ai related stocks bounced back on Friday and overnight, precious metals MUCH higher again.. (PLAT, PALL, Silver, Gold, and Copper too, worth noting miners have been lagging price action, and for next year it's all about commodities...) , 10year JGB yields have surpassed the 2008 highs, Global money supply is out of control (thread), Farmers revolt across Europe, AI-Big tech.. is the largest valuation gap since the 2000 Dot-Com Bubble >>> low vols, money supply keeping markets hot vs valuations that are too high (nothing really new mind..), mining stocks and commods for next year....FX pretty quietm maybe some USD sales into year-end - let's see Geopolitics : US pressure on Venezuela's oil supply - Ukraine has shifted strategy toward attacking Russia’s oil infrastructure - Iran-Israel tensions continue to rise Sen. Mark Kelly on taxing AI companies that kill jobs, data center revolts, and working with Republicans ERIC SPROTT into 2026: “I probably own 97% of my assets in Gold and Silver. I sleep well at night.” AI debt...there was none, and suddenly $120bn Lukas Ekwueme on X: "The AI bubble is entering its debt phase at record speed. They went from zero borrowing to $120 billion almost overnight. But all that money is meaningless if you can’t get access to the grid. https://t.co/N2l6JDBxA2 " / X The Kobeissi Letter on X: "Global money supply is out of control: Global money supply is now up to a record $45 trillion. This comes as China's M1 money supply has risen to $16.5 trillion, an all-time high. China has driven the majority of global money supply growth this year. China is currently the https://t.co/uiCnYhtcnt " / X And... BofA’s Bull & Bear indicator has moved into Extreme Bullish territory, rising to 8.5 from 7.9 and triggering a contrarian sell signal for risk assets... Holger Zschaepitz on X: "OOPS! BofA’s Bull & Bear indicator has moved into Extreme Bullish territory, rising to 8.5 from 7.9 and triggering a contrarian sell signal for risk assets. Readings above 8.0 have often preceded pullbacks, w/global equities declining a median 2.7% over the following 2mths, w/a https://t.co/dSIuLo21Yk " / X Simply well explained Michael Burry: The AI Bubble is Fraudulent. Gold #1, Silver #2: Why Real Money Will Soon Run the World Once Again! Venezuela denounces Trump's order for ship blockade as 'warmongering threats' - BBC News Trump administration denies cover-up over Epstein files Khanna, Massie threaten 'inherent contempt' charges against Bondi over partial release of Epstein files Zurich fears impact of rumoured UBS move - SWI swissinfo.ch The got bailed out 15y ago, they got CS on the cheap, and now they want to impose themselves on swiss tax payers.. really..? Mark Kelly on taxing AI companies that kill jobs, data center revolts Nike earnings show it's losing China. The stock falls 10% EndGame Macro on X: "The Media Isn’t Really Talking About This, But Farmers in Europe Are Revolting What unfolded in Brussels wasn’t random or emotional noise. It was pressure applied at exactly the moment it mattered. Farmers showed up with tractors as EU leaders met to decide the fate of the https://t.co/7dg9xtu8y4 " / X Global Markets Investor on X: "🔴This is the largest valuation gap since the 2000 Dot-Com Bubble: US technology stocks now trade at their highest valuation premium relative to defensive stocks since the Dot-Com peak. It has rarely been this cheap to own defensive relative to tech👇 https://t.co/ufsjG6EWfU " / X

Markets : The 2-7% U.S CPI was a lie, BoJ hikes 25bps as exp to 0.75% (will hike again in ...6mos time not Jan, in true EMG basket case, JPY weaker and long duration yields higher by another 3-4bps), TikTok deal, Trump Media goes thermonuclear (next US govt will allocate huge deal tothe company..), Europe has a UKR deal (9bn euro, with striogns attached), French farmers in Brussels (anti Mercosur deal), Jack Smith more worring for Trump than Epstein >>> beware late market moves on Venezuela, Epstein news, post OpEx, equity markets holding up, but JGB yields a worry! if/when it leads othe yields higher too, market pushing USDJPY higher towards 160 to test BoJ resolve (risk of verbal interventions from here on), precious metals what else! Geopolitics : Merz : The financial package for Ukraine is in place: Ukraine will receive an interest-free loan of 90 billion Euros as I suggested. This sends a clear signal from Europe to Putin: This war will not be worth it. We will keep Russian assets frozen until Russia has compensated Ukraine Precious metals : very precious they sure are!...GOLD Silver, Platinum & Palladium We largely reached targets for all of them. They all now sit close to important Fibonacci extensions and have had incredible runs - one of the fastest in history TikTok signed agreements with investors including Oracle, Silver Lake and MGX for a new US JV that makes the app majority-owned by American investors (sounds good initially but), and this one is out of this world..plenty of HUGE controvercy behind it, |  The Trump family media group has agreed to combine with Google-backed fusion energy company TAE Technologies in a deal valued at $6bn EU agrees €90bn loan for Ukraine but without using Russian assets - Yahoo News Canada Jack Smith tells Congress he could prove Trump engaged in a 'criminal scheme' to overturn 2020 election Epstein files release deadline ends today: All you need to know That's the risk Trump to announce war with Venezuela? What time is US president's address to nation? Copper price: BHP CEO, investment banks see bull run in 2026 Copper Hoarding | Armstrong Economics US inflation cools to 2.7% in November report likely distorted by government shutdown more like a con job.. tobehonest..saying it mildly... November's CPI report "should not be taken literally or guide monetary policy," says Jonathan Hill, head of U.S. inflation strategy at Barclays Trump reclassifies cannabis to Schedule III, easing weed restrictions No, Trump did not legalize marijuana federally today. But he did move to downgrade how the government classifies it – from a Schedule 1 drug to a Schedule 3 drug – which could pave the way for a broader embrace of cannabis #MJ etf back down again BoJ rate hike: What does the Bank of Japan's interest rate decision mean for the Indian stock market? Trump Praises Waller and Bowman, Says Fed Pick Coming in Weeks Plenty or articles Russian economy goingbankrupt etc, ok europe would say this.. and it's hard to get the facts ! but there you go https://www.reuters.com/business/finance/russia-orders-russian-railways-sell-24-billion-moscow-towers-pay-debts-three-2025-12-18/?utm_source=chatgpt.com British MI6 spy chief to warn of ‘aggressive’ Russia threat in first speech | The Straits Times UBS Plans January Job Cuts to Start Final Integration Year - Bloomberg “…A UBS spokesperson said in response to questions that many of the reductions in headcount will take place over the course of several years, with some coming through early retirement or by not filling vacancies when people decide to leave UBS. The bank will also seek to reassign staff whose current roles are eliminated, the spokesperson said….” Nigel Farage avoids police investigation into election spending Reminder, Paul Marshall still flogging the dead horse that is the Singapore-on-Thames Brexit - the unregulated paradise for hedge-funds that the electorate don't actually want The Brexit implementation fiasco AI likely to displace jobs, says Bank of England governor Trump Media announces merger with TAE Technologies That kind of conspiracy - quite freaky read tbh, when you read that The CEO of the fusion company that Trump Media just announced a merger with, Michl Binderbauer, was on a fusion board with the murdered MIT professor Adam Cochran (adamscochran.eth) on X: "Trumps social media company is merging with a nuclear fusion company backed by Russia… Days after one of the top US nuclear fusion scientists was gunned down in his home…. wtf?!?" / X Farmers 'bewildered and frightened' by inheritance tax reforms | UK News | Sky News Farmers descend on Brussels to protest EU Mercosur trade deal - RFI In Marseille, Macron redeclares war on drug trafficking

BoE to cut, ECB on hold, BoJ tom morning (much more important for risk overall) First Micron exited their Crucial consumer-facing memory business, then we heard Samsung may stop selling SSDs, now there's news that Nvidia may reduce their RTX 50 production by up to 40% next year, Blue Owl capital walks away from ORCL's ä10bn data center plan, and ...Bernie now wants a moratorium on construction of data centers.. Markets : AI names down, oil stocks up on US/VEN conflict and under-owned, Trump promises 'warrior checks' (unlikely..), Dems win blow out vote in Kentucky (Trump's popularity plummeting), “BEYOND A REASONABLE DOUBT” — Jack Smith calmly destroys Trump’s “witch hunt” fantasy in testimony before Congress , Oracle is pure 'monetization problem'...(has lost half its value in 3mos..) which could turn out to be 'THE' issue for the whole Ai trade, . or saying that the market quietly forcing one question onto every balance sheet: show me the cash >>> equity markets rotation continues, Ai/datacenters/techs/non profitable thematic names down...while oil, metals, commodity realated / quality names do well... precious metals, oh my.. what a marvellous ride in 2025.. ! related stocks struggling though #SILJ etc.. wild times ahead no doubt.. Geopolitics : China and Russia Reaffirm Support for Iran and Venezuela Amid U.S. Pressure Recent developments show China and Russia continuing to voice strong diplomatic backing for Iran and Venezuela in the face of escalating U.S. sanctions and military actions, Martin Wolf: The greatest threat to Europe is no longer external authoritarianism alone, but the collapse of the Atlantic moral alliance and unless Europe (and the UK) re-anchor themselves fast, they will be picked apart from within U.S unemployment rate (outside covid) is at its highest level in over 8 years. The labor market is deteriorating particularly quickly for young workers, who are facing a 10.6% unemployment rate German Chancellor Metz announces FORCED mobilization if Germany fails to gather volunteers for the military to counter Russia Everyone is on the K shaped economy / divide >>> IMHO it's bigger and more like a generational divide.. endless deficits, NIRP, ZIRP, endless QE and easy monetary policy have supported asset prices, real estate, single family homee and of course equity prices (who's rally been long equity..? the 10pct..).. now we face the consequences...wiht higher inflation, higher taxes, crazy more volatile geopolitics, affordability issues etc...whihc mostly falls on the younger generation.., many have the right to be pissed off, trouble is no easy asnwer and solution (unless very dratic..).. Nvidia Might Cut RTX 50 GPU Supply by Up to 40% in 2026 Due to Memory Shortages Micron Announces Exit from Crucial Consumer Business | Micron Technology Leaks claim Samsung may stop SATA SSD production in 2026 - The Escapist Oracle's Michigan Data Center Project Talks Progressing Without Blue Owl Capital, ETTelecom Market now says show me the money first.. Good news ! General Mills is cutting prices on food, and it’s paying off But, listetning to the FOMC... Fed said they see stagflation as the biggest risk in 2026 FOMC members foresee.... rising inflation together with rising unemployment Now politics get involved... Bernie Sanders on X: "In the next two years, AI data centers will not only cause electric bills to soar, but are expected to generate the same emissions as driving over 300 billion miles — or 1,600 round trips to the sun from Earth. We need a moratorium on the construction of new AI data centers. https://t.co/ePCljSSseT " / X Jack Smith defends Trump prosecutions in testimony to Congress Republicans IMMEDIATELY regret calling in Jack Smith to testify as he says on the record he has absolutely ZERO regrets and would even CHARGE TRUMP AGAIN if he could, suggested if Trump didn’t want to be indicted, he shouldn’t have broken the law Senate passes defense bill that defies Trump and forces sharing of boat strike videos - POLITICO Senate passes defense bill that defies Trump and forces sharing of boat strike videos The president is still expected to sign the legislation, which now heads to his desk. China says US will only 'harm itself' after Washington approves $11 billion arms sale to Taiwan Dems score blowout victory in Kentucky as Trump's popularity plummets - Raw Story 'Warrior dividends': Trump promises $1,776 checks for US service members this Christmas Trump wants to spend over $2.5 trillion sending 1.45 million $1,776 checks to members of the military. $1,776 won’t even cover their additional household spending because of Trump’s tariffs China advances on its AI 'Manhattan Project:' Reuters Seems like a big security failure by ASML and dutch intel services Liz Webster on X: "🇫🇷 🇫🇷 🇫🇷 This is a warning from the President of France @EmmanuelMacron He sets out why Europe must stop being naïve - about China’s export dumping, about US coercion, and about its own unfinished single market - and start acting like a power. Europe has the capital, the https://t.co/zPKTfCaqWR " / X Venezuela denounces Trump's order for ship blockade as 'warmongering threats' Tesla Faces License Suspension In California Over FSD Claims As Gerber Says 'The Days Are Over,' Munster Calls Ruling 'Absurd' - Tesla (NASDAQ:TSLA) - Benzinga Tesla's car business is only worth $30 a share, analyst warns